2 1 Part Two Allocation Scheme & Execution: Debt Investment Benchmark Select a bond benchmark and if you want to work ahead, a stock bench mark. Consider the types of securities you will have in the portfolio. Find a source to download historical data for the benchmark. You will need to download the additional data for part four of this project. Bond Benchmark: Market Benchmark: (DJIA, S&P 500, NASDAQ) Asset Allocation Scheme Decide on an appropriate allocation scheme for the level of risk and return necessary to meet your profiles investment requirements. Consider the constraints and bonds available to meet your objective. Asset Class As a % of Total Capital ( Fixed Income 30% $1,000,000 Equities 60% $1,000,000 ETFs 10% $1,000,000 Debt Allocation What return will your fixed income need to contribute to your portfolio? What was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your fixed income affect your overall portfolio? I Maturity Ranges Short-term (1-3 years) - Medium-or Intermediate-term (4-10 years) Long-term (10+ years) fr BE 2 1 Part Two Allocation Scheme & Execution: Debt Investment Benchmark Select a bond benchmark and if you want to work ahead, a stock bench mark. Consider the types of securities you will have in the portfolio. Find a source to download historical data for the benchmark. You will need to download the additional data for part four of this project. Bond Benchmark: Market Benchmark: (DJIA, S&P 500, NASDAQ) Asset Allocation Scheme Decide on an appropriate allocation scheme for the level of risk and return necessary to meet your profiles investment requirements. Consider the constraints and bonds available to meet your objective. Asset Class As a % of Total Capital ( Fixed Income 30% $1,000,000 Equities 60% $1,000,000 ETFs 10% $1,000,000 Debt Allocation What return will your fixed income need to contribute to your portfolio? What was the return requirement for your portfolio? What risk tolerances must you work within? How will the allocation to your fixed income affect your overall portfolio? I Maturity Ranges Short-term (1-3 years) - Medium-or Intermediate-term (4-10 years) Long-term (10+ years) fr BE